- Click on Clients and Matters.
- Select the client where trust transfer to pay bill is posted.
- Click on trust tab.
- Select the trust transfer to pay bill which needs to be reversed.
- Right click < click on Reverse < Yes.
- Select or enter a date of reversal.
- Enter a reason of reversal.
- Click on Post and Close.
- Make sure the date of reversal is in the same month.
- A trust transfer to pay bill cannot be reversed if trust transfer check is posted.